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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,975 | $86,940-70.1% | $102,434-74.6% | $80,935-67.9% |
| Participation rate | 62.1% | 72.4%-10.3pp | 76.5%-14.4pp | 67.7%-5.6pp |
| Annual return | 10.58% | 18.89%-8.3pp | 29.46%-18.9pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,329 | $2,370-43.9% | $3,023-56.0% | $2,757-51.8% |
| Participant deferral / active EE | $1,877 | $4,121-54.5% | $5,055-62.9% | $4,299-56.4% |
| Admin fee / account holder | $3,107 | $8,047-61.4% | $9,462-67.2% | $6,924-55.1% |